Invigorate and Transform Your Advisory Business
March 14, 2018 10:00-3:00 Eastern
Hilton Atlanta Airport Hotel
It has been too long since we focused our newsletter on the client service associate or sales assistant role. As many of you know, we spend much of our time helping advisors build high-performance teams, and the role of the CSA or SA is critical to the long-term success of advisory practices.
Here is the latest edition of our newsletter for financial professionals. Please feel free to share the content of this newsletter with anyone who can benefit from it. And, if there is anything that you would like for us to include in future newsletters, let us know! We base our newsletter content on your specific [more…]
In this month’s newsletter, Expanding Your Opportunities: Developing Multi-generational Relationships, we remind you to constantly focus on organic growth opportunities by building more in-depth relationships. So often we work with advisors who have not yet fully capitalized on the “low hanging fruit” in their practice, which ultimately leaves their future profitability and business value insecure.
In this month’s newsletter, we discuss two team activities that focus on valuable assets in your business – your clients and your time. We hope you enjoy these practice management tips.